|
1
|
Empowered Funds
Havertown,
Pennsylvania
|
$51.7M
|
+$571K
|
+13,336
|
+1%
|
|
|
2
|
CCM Investment Group
Northfield,
Minnesota
|
$51.4M
|
+$707K
|
+16,495
|
+1%
|
|
|
3
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$33.1M
|
+$239K
|
+5,570
|
+0.7%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$15.7M
|
+$30K
|
+700
|
+0.2%
|
|
|
5
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$14.2M
|
+$400K
|
+9,325
|
+3%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$13.9M
|
+$915K
|
+21,366
|
+7%
|
|
|
7
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$13.2M
|
-$248K
|
-5,778
|
-2%
|
|
|
8
|
BetterWealth
San Jose,
California
|
$13.2M
|
+$917K
|
+21,405
|
+8%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.1M
|
+$13M
|
+304,002
|
New
|
|
|
10
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12.3M
|
+$683K
|
+15,938
|
+6%
|
|
|
11
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$12.1M
|
-$2.67M
|
-62,386
|
-18%
|
|
|
12
|
WorthPointe
La Jolla,
California
|
$10.3M
|
+$157K
|
+3,675
|
+2%
|
|
|
13
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$9.9M
|
+$929K
|
+21,681
|
+10%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$9.83M
|
+$608K
|
+14,187
|
+7%
|
|
|
15
|
Prairiewood Capital
Fargo,
North Dakota
|
$9.72M
|
+$540K
|
+12,594
|
+6%
|
|
|
16
|
Seaside Wealth Management
Carlsbad,
California
|
$9.52M
|
+$509K
|
+11,879
|
+6%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.26M
|
+$115K
|
+2,694
|
+1%
|
|
|
18
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$7.83M
|
+$1.02M
|
+23,908
|
+15%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.93M
|
+$314K
|
+7,317
|
+5%
|
|
|
20
|
Level Financial Advisors
East Amherst,
New York
|
$6.78M
|
+$199K
|
+4,641
|
+3%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$6.56M
|
-$62.8K
|
-1,465
|
-1%
|
|
|
22
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$6.04M
|
+$267K
|
+6,241
|
+5%
|
|
|
23
|
LexAurum Advisors
Overland Park,
Kansas
|
$5.84M
|
+$465K
|
+10,847
|
+9%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.36M
|
+$5.34M
|
+124,729
|
New
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.3M
|
+$270K
|
+6,304
|
+5%
|
|
